anthonyms’ Activity

Yesterday

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 1:00 AM

Re: SHOP rising price targets

3) The opportunity arising from DTC which is massively growing phenomenon.

Just thinking back to one of the criticisms that Saul has made of Shopify is that CTOs and corporate boards members are not likely to be considering Shopify [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 12:06 AM

Re: SHOP rising price targets

Thanks MrSlideShow...

Here's another article posted by Starrob on the Shopify board:-
[more]

Wed Jun 19

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Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:56 PM

Re: SHOP

Oh and by the way in case anyone is wondering what the value opportunity of eCommerce logistics and fulfilment might be...

Here's what the smartest guys in the room think about it at Blackstone!

[more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:06 PM

Re: SHOP

Looks like as Amazon goes more and more high volume in its focus, Shopify is going to step in and serve ALL the needs of the SMEs.

At the event they shared some investor presentations - available on the website...
[more]

Mon Jun 17

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Boards Post

anthonyms replied to the New Paradigm Investing board. 8:04 AM

Re: Best calls 6/21/2019

CYBR rocks! Its price action has been very strong of late.
A

Wed Jun 12

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Boards Post

anthonyms replied to the Saul's Investing Discussions board. 7:26 PM

Re: Bert's writeup on CrowdStrike (CRWD) IPO

So the valuation, at $6 billion, is rather 24% of the today's TAM. Still a pretty big number though.

No 6bn valuation was at the IPO price it is now 12bn market cap after the rise so ~50% of the entire TAM. (Or thereabouts when I [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 1:27 PM

Re: Bert's writeup on CrowdStrike (CRWD) IPO (

So I'm less concerned about the EV/S valuation in isolation, however I am concerned by the fact that its valuation is now 50% of the entire TAM when its market share is only 2% and the market is only growing 20% per year. Something isn't [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 12:21 AM

Re: Afterpay ASX:APT Business Update 6 June 2019

With their capital raise, I'm not sure where that leaves them as far as a US listing goes. However with their global expansion intensions I'm pretty sure they will need to raise more once they have tapped US and UK for all its worth. They are [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 12:00 AM

Re: CrowdStrike (CRWD) - anyone interested?

https://seekingalpha.com/pr/17541707-crowdstrike-announces-p...

Not that retail investors are likely to get in anywhere near this and [more]

Thu Jun 6

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:11 PM

Re: Afterpay ASX:APT Business Update 6 June 2019

In addition to their launches into US and now UK that builds on their Australia and New Zealand base, they have filed for trademark registration in Canada and a number of countries in South East Asia.

Whilst the developed markets represent [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 10:56 PM

Re: Afterpay ASX:APT Business Update 6 June 2019

In addition to their launches into US and now UK that builds on their Australia and New Zealand base, they have filed for trademark registration in Canada and a number of countries in South East Asia. Whilst the developed markets represent [more]

Tue Jun 4

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 4:12 AM

Re: In the Old Days

I must have missed something as I don't recall getting the memo...

What does FA stand for?

In Britain (where granted we are a lot more potty mouthed, the F bomb gets used a lot more than the US), FA stands for something that [more]

Thu May 30

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Boards Post

anthonyms replied to the New Paradigm Investing board. 5:19 AM

Re: GH

Simran used to work in my old team in my last organisation. Not a bad guy at all. He’s done well.
Ant

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 2:33 AM

Re: Palo alto networks announces Prisma

Jim

I would ignore Palo Alto at your peril. It may be easy to dismiss Palo Alto (PANW) or any player as an irrelevant incumbent that an up and coming player like ZS or Okta is about to take down, however Palo Alto were the definitive up and [more]

Tue May 28

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Boards Post

anthonyms replied to the New Paradigm Investing board. 12:07 AM

Re: Throwing a line in the water - TLRA/TEUM

Pareteum have dropped the 36 month backlog reporting from a monthly cycle back to a quarterly cycle.

They do though continue to announce monthly contracted sales progress (which isn't the same as backlog metric as it doesn't account [more]

Mon May 27

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 11:36 PM

Re: PSTG

Yup - happy to help with the digging on this one. I've vested interested. Pure is 5%+ for me and I'm looking at adding on this dip.

Good find Ant. Think you have it the other way round though.

Flashblade at 13.5% of
[more]

Sun May 26

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 11:16 PM

Re: PSTG

Ok I know the lack of transparency over exact sales numbers of flashblade and flasharray was a big question mark for Tinker and Duma when looking at Pure Storage and I know this is a bit late for them bit for anyone else with the same question this [more]

Thu May 23

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Boards Post

anthonyms replied to the New Paradigm Investing board. 2:25 AM

Re: PSTG

Ok if you were disappointed by Pure's 28% growth or however you want to fudge it on a YoY comparison between 21-28% for Q1 here's what NetApp just released in their Q4 (equivalent to Pure's Q1).

They missed by much more, are [more]

Wed May 22

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 10:53 PM

Re: SE - Blowout Earnings

Yep - been tracking this for the last year. Their push behind Shoppee is incredible. They have stolen all the growth from Ali Baba's Lazada in SE Asia in the last year. Plus they are in gaming and fintech.

A

Tue May 21

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 11:45 PM

Re: PSTG

Sure thing mate. I topped up last time on the dip. May do the same again. They are killing all the storage vendor competitors and at the same time turning themselves into a storage as a service and a software business. There's lot's to [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 3899
Recs Received 8982
People who have rec'd these posts 1058
Recs to Posts Ratio (last 30 days) 8.10
Threads Started 401
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Most Frequent Board Saul's Investing Discussions
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
Percentage of Posts Rec'd 55.83 %
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